All Local, All The Time

Integrated Wealth Strategies moving to Gunbarrel

Maryann Ruck, president and founder of Integrated Wealth Strategies, is moving her business of seven years to Gunbarrel in May.

Integrated Wealth Strategies is a “comprehensive wealth management firm, with a financial planning emphasis,” she said. Ruck has been in the accounting and finance industry for over 20 years, and has worked in Fort Collins, Denver and now Boulder.

She has lived in Niwot for the past 10 years and said she’s moving her business to acquire more space for it to grow.

“It’s really part of an expansion plan,” Ruck said of why she’s moving. “I needed larger office space to accommodate the growth that I have scheduled.”

“We’re making some enhancements to services offered, and growing staff and client base,” she added.

According to the company’s website, its goal “is to provide our clients with the information and guidance necessary to make sound financial decisions,” and Ruck is looking forward to getting more involved in the community.

“I’m looking forward to achieving the growth target,” Ruck said of her hopes from the move, “and to have time for more community outreach, with the time I’ll be saving on commuting. I also hope to have a few bike to work days and enjoy the off-road trails from Somerset to Gunbarrel.”

Ruck said her services are for anyone looking for help in financial planning and managing assets, but said it’s a priority for her to make sure all the pieces of the puzzle fit together.

“I like to start new client relationships with an emphasis on the financial modeling,” Ruck explained, “to make sure that the recommendations I’m providing really fit within the context of the big picture, and all the pieces work well together.”

“We’re really excited to continue to help clients make informed decision and live the life they want with financial confidence,” Ruck added about what she’s looking forward to.

Many of Ruck’s clients are already in the Niwot area, but she hopes to gain even more clients from the surrounding communities and make it more convenient for them to meet with her.

“I was finding a lot of clients were not as excited about driving into Boulder for meetings,” she said. “So I am looking to make it convenient for existing Niwot clients, and to further serve the community with new clients relationships from both Niwot and Gunbarrel.”

Integrated Wealth Strategies’ new office will be located at 6658 Gunpark Drive, in Gunbarrel.

 

Reader Comments(0)